HubSpot CRM Lead Tracking Setup
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Full StackSenior engineering jobs
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About this role
PHP, Ruby on Rails, CRM, Salesforce.com, Email Marketing, Web Development, API, Zapier, API Integration, Workflow Automation · Project Description We are seeking a skilled CRM and web integration developer to configure our HubSpot platform, map lead capture forms on our website, and integrate our e-signature contract workflow.
The goal of this project is to create an automated B2B onboarding pipeline. When prospective partners request resources or agreements on our website, their data must automatically flow into HubSpot, trigger asset delivery, and synchronize with our contract management software for seamless document generation and deal tracking.
Key Deliverables & Scope of Work 1. CRM Configuration & Pipeline Design Configure HubSpot properties and data fields tailored to our lead capture requirements.
Set up a multi-stage B2B onboarding Deal Pipeline (from initial lead request through contract execution and active status).
2. Website Lead Form Mapping & Automated Delivery Map all website lead capture forms directly to HubSpot contact records and deal stages.
Configure automated instant email responses to deliver digital resource files (such as guidelines and documentation) immediately upon form submission.
3. Document & E-Signature Integration (Proposify) Connect our e-signature contract softwar